Know Your Worth | Rafael Mason

Carson CEO Burt White joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into Carson’s recent activity and successes in the M&A world. Topics of Discussion: Carson’s approach to and philosophy toward M&A, both internal and external. How do direct partnership deals help fuel Carson’s rocket …

Carson’s Dani Fava, Chief Strategy Officer, joins Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the outlook for strategic M&A. Topics of Discussion: How will bigger RIA aggregators like Creative, Mercer, Mariner or even Carson approach strategic M&A? Will we see custodians doing M&A? Where will …

Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …